NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionFayez Sarofim & Co
Latest Disclosed Ownership5,221 shares
Latest Disclosed Value $ 484,926
Fayez Sarofim & Co reports 0.69% increase in ownership of NEE / NextEra Energy, Inc.

On May 15, 2026 - Fayez Sarofim & Co filed a 13F-HR form disclosing ownership of 5,221 shares of NextEra Energy, Inc. (MX:NEE) valued at $484,926 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 5,185 shares of NextEra Energy, Inc.. This represents a change in shares of 0.69% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F NEXTERA ENERGY Common Stock 65339F101 5,221 36 0.69 485 16.35 0.0004
2026-02-13 2025-12-31 13F NEXTERA ENERGY Common Stock 65339F101 5,185 -105 -1.98 416 4.26 0.0010
2025-11-14 2025-09-30 13F NEXTERA ENERGY INC COM COM 65339F101 5,290 105 2.03 399 11.14 0.0009
2025-08-14 2025-06-30 13F NEXTERA ENERGY COM 65339F101 5,185 -800 -13.37 360 -15.33 0.0009
2025-05-12 2025-03-31 13F NEXTERA ENERGY COM 65339F101 5,985 -1,200 -16.70 424 -17.67 0.0011
2025-02-14 2024-12-31 13F NEXTERA ENERGY COM 65339F101 7,185 -1,000 -12.22 515 -25.47 0.0013
2024-11-14 2024-09-30 13F NEXTERA ENERGY COM 65339F101 8,185 0 0.00 692 19.34 0.0018
2024-08-14 2024-06-30 13F NEXTERA ENERGY COM 65339F101 8,185 2,240 37.68 580 52.77 0.0016
2024-05-14 2024-03-31 13F NEXTERA ENERGY COM 65339F101 5,945 9 0.15 380 13.13 0.0011
2024-02-15 2023-12-31 13F NEXTERAENERGYINC COM 65339F101 5,936 -51,479 -89.66 336 -89.81 0.0010
2023-11-15 2023-09-30 13F NEXTERA ENERGY COM 65339F101 57,415 -4,183 -6.79 3,289 -28.03 0.0111
2023-08-14 2023-06-30 13F NEXTERA ENERGY COM 65339F101 61,598 -14,906 -19.48 4,571 -22.49 0.0160
2023-05-11 2023-03-31 13F NEXTERA ENERGY COM 65339F101 76,504 -22,368 -22.62 5,897 -28.66 0.0206
2023-02-13 2022-12-31 13F NEXTERA ENERGY COM 65339F101 98,872 78 0.08 8,266 6.70 0.0305
2022-11-15 2022-09-30 13F NEXTERA ENERGY COM 65339F101 98,794 13,560 15.91 7,746 17.33 0.0306
2022-08-12 2022-06-30 13F NEXTERA ENERGY COM 65339F101 85,234 1,075 1.28 6,602 -7.39 0.0241
2022-05-16 2022-03-31 13F NEXTERA ENERGY COM 65339F101 84,159 6,211 7.97 7,129 -2.03 0.0226
2022-02-11 2021-12-31 13F NEXTERA ENERGY COM 65339F101 77,948 2,515 3.33 7,277 22.86 0.0218
2021-11-15 2021-09-30 13F NEXTERA ENERGY COM 65339F101 75,433 -2,005 -2.59 5,923 4.37 0.0196
2021-08-13 2021-06-30 13F NextEraEnergyInc. COMMON 65339F101 77,438 -1,058 -1.35 5,675 -4.38 0.0190
2021-05-13 2021-03-31 13F NextEraEnergyInc. COMMON 65339F101 78,496 -25,450 -24.48 5,935 -25.99 0.0218
2021-02-11 2020-12-31 13F NextEraEnergyInc. COMMON 65339F101 103,946 79,905 332.37 8,019 20.17 0.0308
2020-11-13 2020-09-30 13F NextEraEnergyInc. COMMON 65339F101 24,041 1,450 6.42 6,673 22.98 0.0286
2020-08-11 2020-06-30 13F NextEraEnergyInc. COMMON 65339F101 22,591 8,830 64.17 5,426 63.88 0.0250
2020-05-12 2020-03-31 13F NextEraEnergyInc. COMMON 65339F101 13,761 592 4.50 3,311 3.83 0.0203
2020-02-14 2019-12-31 13F NextEraEnergyInc. COMMON 65339F101 13,169 725 5.83 3,189 10.00 0.0154
2019-11-13 2019-09-30 13F NextEraEnergyInc. COMMON 65339F101 12,444 50 0.40 2,899 14.18 0.0149
2019-08-09 2019-06-30 13F NextEraEnergyInc. COMMON 65339F101 12,394 -263 -2.08 2,539 3.76 0.0131
2019-05-14 2019-03-31 13F NextEraEnergyInc. COMMON 65339F101 12,657 500 4.11 2,447 15.81 0.0129
2019-02-13 2018-12-31 13F NextEraEnergyInc. COMMON 65339F101 12,157 300 2.53 2,113 6.34 0.0127
2018-11-14 2018-09-30 13F NextEraEnergyInc. COMMON 65339F101 11,857 0 0.00 1,987 0.35 0.0104
2018-08-14 2018-06-30 13F NextEraEnergyInc. COMMON 65339F101 11,857 -1,415 -10.66 1,980 -8.67 0.0107
2018-05-10 2018-03-31 13F NextEraEnergyInc. COMMON 65339F101 13,272 -174 -1.29 2,168 3.24 0.0117
2018-02-13 2017-12-31 13F NextEraEnergyInc. COMMON 65339F101 13,446 0 0.00 2,100 6.54 0.0109
2017-11-08 2017-09-30 13F NextEraEnergyInc. COMMON 65339F101 13,446 0 0.00 1,971 4.62 0.0104
2017-08-11 2017-06-30 13F NextEraEnergyInc. COMMON 65339F101 13,446 -200 -1.47 1,884 7.53 0.0101
2017-05-12 2017-03-31 13F NextEraEnergyInc. COMMON 65339F101 13,646 -2,137 -13.54 1,752 -7.06 0.0095
2017-02-14 2016-12-31 13F NextEraEnergyInc. COMMON 65339F101 15,783 2,289 16.96 1,885 14.17 0.0104
2016-11-21 2016-09-30 13F/A-1 NextEraEnergyInc. COMMON 65339F101 13,494 0 0.00 1,651 -6.19 0.0090
2016-11-14 2016-09-30 13F NextEraEnergyInc. COMMON 65339F101 13,494 1,651
2016-08-10 2016-06-30 13F NextEraEnergyInc. COMMON 65339F101 13,494 2,100 18.43 1,760 30.56 0.0096
2016-05-13 2016-03-31 13F NextEraEnergyInc. COMMON 65339F101 11,394 1,537 15.59 1,348 31.64 0.0077
2016-02-12 2015-12-31 13F NextEraEnergyInc. COMMON 65339F101 9,857 0 0.00 1,024 6.44 0.0059
2015-11-12 2015-09-30 13F NextEraEnergyInc. COMMON 65339F101 9,857 0 0.00 962 -0.41 0.0056
2015-08-13 2015-06-30 13F NextEraEnergyInc. COMMON 65339F101 9,857 600 6.48 966 0.31 0.0049
2015-05-12 2015-03-31 13F NextEraEnergyInc. COMMON 65339F101 9,257 -190 -2.01 963 -4.08 0.0047
2015-02-13 2014-12-31 13F NextEraEnergyInc. COMMON 65339F101 9,447 -10 -0.11 1,004 13.06 0.0048
2014-11-14 2014-09-30 13F NextEraEnergyInc. COMMON 65339F101 9,457 0 0.00 888 -8.36 0.0041
2014-08-14 2014-06-30 13F NextEraEnergyInc. COMMON 65339F101 9,457 -350 -3.57 969 3.30 0.0044
2014-05-14 2014-03-31 13F NextEraEnergyInc. COMMON 65339F101 9,807 -784 -7.40 938 3.42 0.0045
2014-02-14 2013-12-31 13F NextEraEnergyInc. COMMON 65339F101 10,591 -200 -1.85 907 3.19 0.0042
2013-08-13 2013-06-30 13F NextEraEnergyInc. COMMON 65339F101 10,791 10,791 879 0.0044
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.